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Financial Consultant Wealth Management Portfolio Manager

Senior Investment Advisor: UHNW Portfolio Expert

Job in Fort Lauderdale, Broward County, Florida, 33336, USA
Listing for: Provenance Wealth Advisors
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Portfolio Manager
Job Description & How to Apply Below
A financial advisory firm in Fort Lauderdale is seeking a Senior Investment Advisor to manage customized investment portfolios for high-net-worth clients. Responsibilities include conducting detailed portfolio analyses, making strategic asset allocation decisions, and engaging with clients to explain investment strategies. Ideal candidates will possess over 7 years of experience in investment management, a Bachelor's degree in finance or related field, and a CFA designation.

The role requires a commitment to client success and may involve occasional travel.
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Position Requirements
10+ Years work experience
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